A Power Update With PTT
Intro. For most investors, the power business in PTT Group is an afterthought. PTT has gigantic companies in upstream oil & gas (PTTEP),...
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The Best of March Company Visits
In March and late February, MCorp Review visited almost 30 companies. Amongst the five that impressed us were TKN, Amata VN, TKS, Ananda, and...
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Amata's Mirror Image in Vietnam
In the previous (forked) review, we saw how tough the going was for Amata, the biggest industrial estate developer in Thailand, but one bright side...
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EB on Open Source & Investing
Recently, MCorp Review listened to a talk by E8 Consulting on open source and its applications in building fintech platforms and developing...
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Immortal or Impossible to Recover?
We met with Amata, Thailand's largest industrial estate developer, today. Ironically, for a company whose name literally means Immortal, things...
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